+611.3%
ADI vs P
+712.4%
-101.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.4% | -0.2% |
| 7D | +2.4% | +7.8% | -5.4% | +0.2% |
| 30D | -6.6% | +12.3% | -18.9% | -10.5% |
| 3M | -9.8% | +37.1% | -46.9% | -18.6% |
| 6M | +15.7% | +66.1% | -50.4% | -2.8% |
| YTD | +35.1% | +50.9% | -15.8% | +15.3% |
| 1Y | +47.7% | +27.2% | +20.5% | +29.2% |
| 3Y | +114.5% | +158.7% | -44.2% | +38.6% |
| 5Y | +141.2% | +291.1% | -149.9% | +32.1% |
| 10Y | +611.3% | +715.0% | -103.7% | +214.5% |
| All | +611.3% | +712.4% | -101.1% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded P wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling